Mark Sheptoff Financial Planning’s Paycom PAYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5K | Hold |
125
| – | – | 0.01% | 293 |
|
|
2025
Q4 | $19.9K | Hold |
125
| – | – | 0.01% | 279 |
|
|
2025
Q3 | $26K | Hold |
125
| – | – | 0.01% | 248 |
|
|
2025
Q2 | $28.9K | Hold |
125
| – | – | 0.02% | 230 |
|
|
2025
Q1 | $27.3K | Hold |
125
| – | – | 0.02% | 218 |
|
|
2024
Q4 | $25.6K | Hold |
125
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $20.8K | Sell |
125
-125
| -50% | -$20K | 0.01% | 244 |
|
|
2024
Q2 | $35.8K | Hold |
250
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $49.8K | Hold |
250
| – | – | 0.03% | 176 |
|
|
2023
Q4 | $51.7K | Hold |
250
| – | – | 0.03% | 159 |
|
|
2023
Q3 | $64.8K | Hold |
250
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $80.3K | Hold |
250
| – | – | 0.05% | 129 |
|
|
2023
Q1 | $76K | Hold |
250
| – | – | 0.04% | 131 |
|
|
2022
Q4 | $77.6K | Hold |
250
| – | – | 0.05% | 129 |
|
|
2022
Q3 | $82K | Hold |
250
| – | – | 0.05% | 120 |
|
|
2022
Q2 | $70K | Hold |
250
| – | – | 0.04% | 136 |
|
|
2022
Q1 | $87K | Hold |
250
| – | – | 0.04% | 141 |
|
|
2021
Q4 | $104K | Hold |
250
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $124K | Hold |
250
| – | – | 0.07% | 126 |
|
|
2021
Q2 | $91K | Hold |
250
| – | – | 0.05% | 142 |
|
|
2021
Q1 | $93K | Hold |
250
| – | – | 0.05% | 131 |
|
|
2020
Q4 | $113K | Hold |
250
| – | – | 0.06% | 126 |
|
|
2020
Q3 | $78K | Hold |
250
| – | – | 0.05% | 129 |
|
|
2020
Q2 | $77K | Hold |
250
| – | – | 0.05% | 127 |
|
|
2020
Q1 | $51K | Hold |
250
| – | – | 0.04% | 134 |
|
|
2019
Q4 | $66K | Hold |
250
| – | – | 0.04% | 138 |
|
|
2019
Q3 | $52K | Hold |
250
| – | – | 0.04% | 146 |
|
|
2019
Q2 | $57K | Hold |
250
| – | – | 0.04% | 146 |
|
|
2019
Q1 | $47K | Hold |
250
| – | – | 0.03% | 153 |
|
|
2018
Q4 | $31K | Buy |
+250
| New | +$32K | 0.03% | 162 |
|
|
2016
Q1 | – | Sell |
-6,150
| Closed | -$231K | – | 386 |
|
|
2015
Q4 | $231K | Sell |
6,150
-950
| -13% | -$38.1K | 0.19% | 85 |
|
|
2015
Q3 | $255K | Sell |
7,100
-300
| -4% | -$10.9K | 0.22% | 79 |
|
|
2015
Q2 | $253K | Buy |
7,400
+5,800
| +363% | +$201K | 0.2% | 93 |
|
|
2015
Q1 | $51K | Buy |
1,600
+600
| +60% | +$17.8K | 0.04% | 169 |
|
|
2014
Q4 | $26K | Buy |
+1,000
| New | +$22.1K | 0.02% | 199 |
|
Other funds holding PAYC
VPM
VCM
RP
Mark Sheptoff Financial Planning's PAYC Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Paycom (PAYC) position steady in Q1 2026 at 125 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #293.
Mark Sheptoff Financial Planning first reported a position in PAYC in Q4 2014 and has held it in 35 quarters since. The position peaked at $255K in Q3 2015. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.
- Mark Sheptoff Financial Planning held 125 shares of Paycom worth $16.5K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Paycom share count unchanged in Q1 2026.
- Paycom made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #293 holding.
- Mark Sheptoff Financial Planning first reported a position in Paycom in Q4 2014 and has held it in 35 quarters since.
- Mark Sheptoff Financial Planning's Paycom position peaked at $255K in Q3 2015.
- 594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.